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Articles tagged "configure" returned 99 results.
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Gold-Vision 8 Upgrade Planning
...own page an configure and customise by adding sections. Close modal Overview section – add and configure charts and counts. Field section – add and configure fields. Edit Sections Configure,...
Setting up a service account for Office 365 & Exchange
...Office 365. Discovery Management role Application Impersonation role Info To configure the User Mail Tracking in Gold-Vision, you will need the username and password of this account. Configure Service Account...
Amending Drop Options
...Options to appear in your own custom order. Find the Dropdown field > click on the 3 dots on the right hand side > Configure > Configure Drop Options Close...
Configuring the Generic Phone Integration
...Configure next to the Generic Phone (CTI HTTP) integration Against the Default Profile select Edit Profile Users Select the Users to enable Save Close modal 4. Configure Users The final...
Account Portal Management
...in the Account Portal. Close modal For each option you can go into Settings to Configure Sublist Close modal Configure Sublist The Sublist Settings tab will be displayed. Close modal...
Configuring the Microsoft Outlook Integration
...Synchronisation to form a two-way link between Gold-Vision and Outlook Appointment creation and management. Close modal Configure Outlook Integration Configure a service account user for Office 365. For further information...
Configuring Time
To configure Time, Administrator users will have to define the working day hours in the Settings area and Screen Design the Time section onto the required Gold-Vision Records This video...
Portal Overview
...on your system. Step by step process Install the Portal Portal Management Configure Account or Activity Pages Style your Portal Configure Portal Settings Enable Portal Access Configure Portal Role Management...
Managing Projects
...modal the different types of Projects that your business is running Close modal Both fields can be configure using the Screen Designer. To find out more on how to configure...
User Mail Tracking Setup with Basic Authentication
...outside of this can be configured separately. Enabling User Mail Tracking Step 1 – Required Global Settings Before the user mail tracking is configured please ensure the Global Mail Tracking...
